Configuring an Allocation Dynamic workbook

After you have created a new workbook, you can edit the configuration widgets. These contain all the information that you see when editing the completed workbook. Approvers are selected directly in the workbook and not in the workflow configuration. Planners can create multiple requests from the same workbook.

  1. In the Approver field, click the icon to set one or more users or groups as approvers and click Save.
  2. Select the configuration set and frequency.
    Frequencies, for which an active calculation method with the same planning frequency exists are available for selection.
  3. Select the version.
    The available version selection depends on the selected frequency.
  4. In the Allocate from section, select which Analysis Dimensions and Segments to use.
    Note: All data that you enter in this section is copied to the Allocate to section.
  5. Click inside the Organizations field.
    1. Specify a search term, then click the search icon.
    2. Select the element to use, then click Save.
      The selected element can be either a base or a consolidated element. If a consolidated element is selected, all its base elements are later available for selection.
      Note: If you do not want to limit the selection, keep the Total element selection.
  6. Click inside the Job Dimension field.
    1. Specify a search term, then click the search icon.
    2. Select the element, then click Save.
      If the selected element is a consolidated element, all its children elements are available for the planner to select.
      Note: If you do not want to limit the selection, keep the Total element selection.
  7. To further configure the selected Analysis Dimensions and Segments, click inside the field to open the Select Element dialog.
    1. Specify a search term, then click the search icon.
    2. Select the element, then click Save.
      If the selected element is a consolidated element, all its children elements are available for the planner to select.
    You can repeat these steps to add elements to other Analysis Dimensions and Segments.
  8. In the Account menu, select the accounts to transfer from.
    You can select an FTE account or any created base Hours accounts. If the FTE account is selected, no further account is available for selection. Hours accounts allow multiselection.
  9. Click Copy selections to target to copy elements that were selected in the Allocate from section.
  10. Optionally, in the Allocate to section, you can adjust the element selection.
    You must take into account that the same dimensions used in Allocate from are used in Allocate to. This element selection is valid for all Allocation steps in Planner mode.
  11. In the Account menu, select the accounts to transfer to.
    If the FTE account was selected in the Allocate from section, this account is also selected in the Allocate to section. If one or more Hours accounts were selected in the Allocate from section, the corresponding Hours accounts are available for multiselection in the Allocate to section.
  12. Click Apply.
    Your new Allocation Dynamic workbook is now available in the workbook library.
  13. Click the Wrench icon in the Workbook Library under the completed workbook and select Publish.
    The new workbook is now available in the Allocation Dynamic section of the WP Decision Packages page.